3 ms·

I’ll bite the bait, and will point out that Tesla sales this Q have been suppressed by people awaiting model refreshes.

kamikaz1k 3y ago
Moreover, you wanna focus on production + days spent in inventory. Deliveries have more factors involved, and really only useful if full production capacity isn’t being fully sold out (which I believe still is).
pengaru 3y ago
BYD isn't even available in all markets Tesla is. For it to surpass Tesla globally without selling to US buyers is nothing to shake a stick at.
- adventured 3y ago
  You can't sell dangerous $10,000 EVs in affluent markets in Europe, North America, Japan, etc. Fairly strict build & safety regulations prevent that.
  - reisse 3y ago
    I'd say dieselgate, Tesla self-driving safety investigation and the recent Toyota/Daihatsu scandal shows regulations are not working as well as people wish them to.
  - pengaru 3y ago
    China's EVs are already in the UK under the MG marque (SAIC[0]) and there's no reason to think BYD won't follow suit AFAICT. It's just a matter of when, not if, from where I'm sitting. [0] https://en.wikipedia.org/wiki/SAIC_Motor#MG https://en.wikipedia.org/wiki/SAIC_Motor#MG
diggan 3y ago
> I’ll bite the bait I guess I'll do the same? Why have curious conversation when you can assume the worst? > Tesla sales this Q have been suppressed by people awaiting model refreshes You're just saying "Tesla had less sales because of bad $X" with fancier words. The importance is not why Tesla fucked up (that's up to them to figure out), but that they're now being surpassed even though they had a huge headstart.
- belltaco 3y ago
  Included in the stat are $10K cars sold in China, maybe Tesla doesn't want to compete in the extreme low end just like Apple doesn't make $150 phones. Being a profitable barely #2 in a large and growing market is somehow fucking up? If you are world #2 in your field of work do you consider yourself a failure and that you fucked up? That's a sad existence.
  - diggan 3y ago
    > If you are world #2 in your field of work do you consider yourself a failure and that you fucked up? That's a sad existence. Personally, I wouldn't, I don't care what "position" I'm at, as long as I have enough. But I'm fairly sure that Musk would take that as a failure, especially if you've been #1 for a bunch of quarters and suddenly you aren't. (Musk has repeated many times that he wants Tesla to be the biggest automaker [by volume] https://dallasexpress.com/business-markets/teslas-goal-largest-auto-manufacturer/ https://dallasexpress.com/business-markets/teslas-goal-large...)
    - belltaco 3y ago
      Musk and Tesla opened up EV patents to help other car companies make and sell EVs, more EVs are getting into the hands of people so that's a good thing. https://sustainablebrands.com/read/behavior-change/tesla-opens-up-patents-to-advance-ev-movement https://sustainablebrands.com/read/behavior-change/tesla-ope...
      - __m 3y ago

Moreover, you wanna focus on production + days spent in inventory. Deliveries have more factors involved, and really only useful if full production capacity isn’t being fully sold out (which I believe still is).

pengaru 3y ago

BYD isn't even available in all markets Tesla is. For it to surpass Tesla globally without selling to US buyers is nothing to shake a stick at.

adventured 3y ago
You can't sell dangerous $10,000 EVs in affluent markets in Europe, North America, Japan, etc. Fairly strict build & safety regulations prevent that.
- reisse 3y ago
  I'd say dieselgate, Tesla self-driving safety investigation and the recent Toyota/Daihatsu scandal shows regulations are not working as well as people wish them to.
- pengaru 3y ago
  China's EVs are already in the UK under the MG marque (SAIC[0]) and there's no reason to think BYD won't follow suit AFAICT. It's just a matter of when, not if, from where I'm sitting. [0] https://en.wikipedia.org/wiki/SAIC_Motor#MG https://en.wikipedia.org/wiki/SAIC_Motor#MG

diggan 3y ago

> I’ll bite the bait I guess I'll do the same? Why have curious conversation when you can assume the worst? > Tesla sales this Q have been suppressed by people awaiting model refreshes You're just saying "Tesla had less sales because of bad $X" with fancier words. The importance is not why Tesla fucked up (that's up to them to figure out), but that they're now being surpassed even though they had a huge headstart.

belltaco 3y ago
Included in the stat are $10K cars sold in China, maybe Tesla doesn't want to compete in the extreme low end just like Apple doesn't make $150 phones. Being a profitable barely #2 in a large and growing market is somehow fucking up? If you are world #2 in your field of work do you consider yourself a failure and that you fucked up? That's a sad existence.
- diggan 3y ago
  > If you are world #2 in your field of work do you consider yourself a failure and that you fucked up? That's a sad existence. Personally, I wouldn't, I don't care what "position" I'm at, as long as I have enough. But I'm fairly sure that Musk would take that as a failure, especially if you've been #1 for a bunch of quarters and suddenly you aren't. (Musk has repeated many times that he wants Tesla to be the biggest automaker [by volume] https://dallasexpress.com/business-markets/teslas-goal-largest-auto-manufacturer/ https://dallasexpress.com/business-markets/teslas-goal-large...)
  - belltaco 3y ago
    Musk and Tesla opened up EV patents to help other car companies make and sell EVs, more EVs are getting into the hands of people so that's a good thing. https://sustainablebrands.com/read/behavior-change/tesla-opens-up-patents-to-advance-ev-movement https://sustainablebrands.com/read/behavior-change/tesla-ope...
    - __m 3y ago